Mutual Fund Insights: New Century Alternative Strategies Fund (NCHPX)

In-depth Analysis of New Century Alternative Strategies Fund (NCHPX)

3 months 6 months 1 year 3 year 5 year

See New Century Alternative Strategies Fund (NCHPX) performance details as of January 31, 2010

  

Last Trade: $11.52 on 3/17/2010, Change: +0.05 (0.44%)

Experiment our closing price forecasting tool for New Century Alternative Strategies Fund (NCHPX) (alpha release)

  

Fund Manager - Ronald A. Sugameli

Fund Manager Tenure: 7.9 years
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

Sugameli is a managing director of Weston Financial Group, Inc. and has been a senior financial counselor with the Advisor since 1984. He is also a vice president of Weston Securities Corporation, the Trust's principal underwriter.  Get more insights on Ronald A. Sugameli

  

 What we like about New Century Alternative Strategies Fund (NCHPX)

Data for New Century Alternative Strategies Fund (NCHPX) as of January 31, 2010

• New Century Alternative Strategies Fund (NCHPX) management has been with New Century Alternative Strategies Fund for 7.9 years
• New Century Alternative Strategies Fund (NCHPX) has good mid-term performance (3-year return -1.75% vs -2.95% Moderate Allocation category average)
• New Century Alternative Strategies Fund (NCHPX) has good Long-term performance (5-year return 3.21% vs 1.92% Moderate Allocation category average)
• New Century Alternative Strategies Fund (NCHPX) ratio of up-years vs down years is greater than 2
• New Century Alternative Strategies Fund (NCHPX) has a Morningstar rating of 4 and above
• New Century Alternative Strategies Fund (NCHPX) has an annual stock turnover rate of 27.00% vs Moderate Allocation average of 87.10%. It is good that New Century Alternative Strategies management does not trade extensively for its return.
• New Century Alternative Strategies Fund (NCHPX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.26, lower than category average of 14.84

  

 What we are cautious about New Century Alternative Strategies Fund (NCHPX)

Data for New Century Alternative Strategies Fund (NCHPX) as of January 31, 2010

• New Century Alternative Strategies Fund is a focused fund with 39.89% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• New Century Alternative Strategies Fund (NCHPX) has a less-than-ideal short-term performance (1-year return 19.18% vs 27.80% Moderate Allocation category average)
• New Century Alternative Strategies Fund (NCHPX) has a higher management fee of 2.10% than its Moderate Allocation average of 1.02%
• Even though New Century Alternative Strategies Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses

See New Century Alternative Strategies Fund (NCHPX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Moderate Allocation category?

Below are some additional Moderate Allocation mutual funds generated out of our database

• Buffalo Balanced (BUFBX)    [ Compare with New Century Alternative Strategies Fund (NCHPX) ]
• Columbia Balanced A (CBLAX)    [ Compare with New Century Alternative Strategies Fund (NCHPX) ]
• Delaware Moderate Allocation A (DFBAX)    [ Compare with New Century Alternative Strategies Fund (NCHPX) ]
• See top fund managers for Moderate Allocation Category Funds
• Browse other funds in Moderate Allocation Category

  

New Century Alternative Strategies Fund (NCHPX) Net Asset

Track net asset change of New Century Alternative Strategies fund (NCHPX)

Date	Net Asset
01/2010	$139.84M
11/2009	$142.25M
10/2009	$139.17M

More historic net asset information on New Century Alternative Strategies Fund (NCHPX)

  

New Century Alternative Strategies Fund (NCHPX) Portfolio Allocation

Track portfolio allocation change of New Century Alternative Strategies fund (NCHPX)

Date	Cash	Stock	Bond	Other
01/2010	22.25%	54.05%	15.07%	8.63%
11/2009	21.61%	54.03%	15.17%	9.2%
09/2009	23.01%	52.8%	15.37%	8.81%

Click here to see more historic asset allocation information on New Century Alternative Strategies Fund (NCHPX)

  

Most Recent Top 10 Holdings in New Century Alternative Strategies Fund (NCHPX)

Discover what New Century Alternative Strategies Fund (NCHPX) manager is buying

31-Jan-10 First Eagle Global A [5.19%] FPA Crescent [4.62%] Merger [4.38%] Calamos Market Neutral Income A [4.15%] Arbitrage R [4.13%] Leuthold Core Investment [3.8%] BlackRock Global Allocation A [3.66%] Hussman Strategic Growth [3.5%] Fairholme [3.42%] Gateway A [3.04%]

30-Nov-09 First Eagle Global A [5.13%] FPA Crescent [4.5%] Merger [4.26%] Calamos Market Neutral Income A [4.11%] Leuthold Core Investment [3.84%] BlackRock Global Allocation A [3.69%] Hussman Strategic Growth [3.65%] Arbitrage R [3.62%] Fairholme [3.1%] Gateway A [3.02%]

30-Sep-09 First Eagle Global A [5.16%] FPA Crescent [4.25%] Merger [4.14%] Calamos Market Neutral Income A [3.98%] Hussman Strategic Growth [3.86%] Leuthold Core Investment [3.73%] Gateway A [3.64%] Arbitrage R [3.55%] BlackRock Global Allocation A [3.53%] Fairholme [2.96%]

Click here for Stock Holding Change Map in New Century Alternative Strategies Fund (NCHPX)

  

Related books and products to New Century Alternative Strategies Fund (NCHPX)

  

Latest News on New Century Alternative Strategies (NCHPX)

See what is happening with New Century Alternative Strategies Fund (NCHPX)

Yahoo! Finance: RSS feed not found See more news on New Century Alternative Strategies Fund (NCHPX)

 

Books and Resources

 

 

See more information on New Century Alternative Strategies Fund (NCHPX)

• New Century Alternative Strategies Fund Insights
• New Century Alternative Strategies Fund Performance Data
• New Century Alternative Strategies Fund News
• New Century Alternative Strategies Fund Score Explaination
• New Century Alternative Strategies Fund Manager Information
• Historic New Century Alternative Strategies Fund Asset Allocation Report
• Historic New Century Alternative Strategies Fund Top 10 Holding Tracking
• Historic New Century Alternative Strategies Fund Asset Under Management Tracking